Online Bookkeeping Services For Real Estate Brokers
Your accounting records are the cornerstone of your business’s growth. Proper bookkeeping ensures you’re always prepared for tax season, funding opportunities, and critical decision-making moments. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
Certified QuickBooks Experts
Managing your financial records should not be a stressful task, it should be a pathway to your success. We specialize in helping Real Estate Brokers stay financially secure and legally aligned. Our team of accredited and licensed specialists work seamlessly to ensure your books are error-free, structured, and up-to-date.
We know you have a lot to tick off on your agenda, and stressing over finances shouldn’t be one of them. We handle your finances with accuracy, giving you the clarity and confidence to focus on what truly matters most, your organization’s growth.
- Qualified Bookkeepers & Licensed CPAs
- Meticulous Approach
- Expert Knowledge
- Top Notch Customer Service
Whether you are a new business navigating your early stages or a bit down the line with your business, our team of professionals ensures that your books are always in order. Your time is valuable, and your business deserves the best. Partner with Digitally Precise Bookkeeping and experience the impact expert bookkeeping can make.
- Transparent Pricing and Processes
- Completely Remote
- Customer Focused
- Precise Records
- Custom Solutions
Focus on Growth, We Will Handle the Books!
Our Bookkeeping Services
Setting up QuickBooks correctly from the beginning saves you time, avoids expensive errors, and provides you with a transparent view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is set up for precision, efficiency, and long-term success.
What We Do:
Customized Chart of Accounts - We customize your chart of accounts to align with your organizational needs, making it simple to track revenue, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automated data synchronization and real-time financial tracking.
- Smart Categorization Rules - We set up transaction categorization rules to ensure uniformity and accuracy in your financial records, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to navigate it effectively for your ongoing business transactions.
A well-organized, accurate QuickBooks system that makes financial management easier, reduces workload, and .
Behind on your bookkeeping? You’re not alone. Many businesses fall behind on their financial records. Whether you're several months or even years behind, we specialize in clean-up and catch-up bookkeeping to get your records back on track, error-free, and tax-compliant.
What We Do:
- Review & Correct Past Transactions - We identify and fix unintentional duplicates, incorrect categorizations, and missing transactions to ensure error-free records.
- Bank & Credit Card Reconciliation - We match your accounts, synchronizing QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We fix errors in your balance sheet and profit & loss statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We track pending invoices and bills, helping you stay on top of your business finances.
- Audit-Ready Books - We ensure your records are IRS-ready, fully balanced, and prepared for investors, banks, or {audits||compliance checks}.
Up-to-date, accurate books give you full visibility into your finances and position your business for growth.
We will take care of organizing your transactions and categorizing them properly for your financial statements. This means no more inconsistencies when it comes to your spending and earnings. You will get a clear view of your finances, making tax season a stress-free process and giving you the insights you need to understand your business’s profitability.
We will make sure all your financial accounts, including credit card accounts like PayPal, Amazon, Stripe, Square, and Shopify are properly reconciled. By reconciling your accounts every month, we catch any mismatches early and ensure everything matches up. This keeps your financial records up-to-date and prevents any oversights.
Struggling with late payments, outstanding balances, or forgotten due dates? We streamline your accounts payable and receivable processes, ensuring you maintain financial stability.
What We Do:
- Accounts Payable Services - We handle classification, posting, expense settlement (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage coding and recording incoming payments, creating and sending invoices, sending statements, reconciling, and reporting.
No more missed payments or outstanding debt. Your cash flow will be consistent, organized, and hassle-free.
We handle all the tedious tasks when it comes to your financial statements. From tracking your P&L to managing your Statement of Financial Position, we ensure everything is up-to-date. Stay informed with our detailed reports. These reports give you a clear insight into your business’s performance.
Every month, we offer a personalized consultation to review your financials and give you business insights. Whether it’s cutting unnecessary spending, improving liquidity, or planning for the future, we will work with you to make sure your finances drive your success.
Can't find a service you need? We offer additional services based on your unique needs. Reach out to us today for more information.
We also offer Virtual Bookkeeping Services For Personal Trainers & Online Coaching Programs
Our Bookkeeping Process
Our bookkeeping services begin with an initial assessment. During this phase, we thoroughly understand the unique needs and goals of your business. We recognize that every business has its own set of financial challenges and objectives.
What We Do:
Analyze Your Current Financial Health: We will review your financial processes, software, and financial records (if available). This helps us understand any existing gaps in your system.
Determine Your Financial Requirements: Based on your operations, industry, and growth stage, we will identify the critical aspects where bookkeeping support is needed, whether it is expense tracking or financial analysis.
Align with Your Goals: We ask questions to better understand your business aspirations. Do you want to improve cash flow management? Are you preparing for tax filings? Do you need detailed statements for donors?
Customization: Based on the insights gathered, we will propose a bookkeeping strategy that’s tailored to your needs.
Discuss Payment Terms: During/after this consultation, we will outline our payment structure, including cost breakdown, billing frequency, and payment methods.
Once we understand your business’s needs, we move on to configuring your financial system.
What We Do:
Choose the Right Accounting Software: We use QuickBooks Online, known for its user-friendly interface.
Set Up Your System:
- Chart of Accounts: We create a tailored chart of accounts.
- Automated Bank Sync: We connect your payment platforms for real-time updates.
- Invoicing System: We customize invoice templates.
- Record Migration: If applicable, we securely transfer historical financial data.
User Training: We provide user guides.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we take over the bookkeeping operations.
What We Do:
Expense Classification
Monthly Reconciliation
Monthly Financial Statements
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Management
Financial Clean-Up
Monthly Business Consultation
Our commitment to your business doesn’t end with monthly reports. We offer dedicated assistance.
What We Do:
Review Financial Reports
Review Financial Health
Strategic Advice
Ongoing Communication
Tax Compliance Updates
Troubleshooting
Growth Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just figures in a report, they are the foundation of your company’s growth. Whether you need to plan strategically, secure funding, or ensure compliance, we deliver meticulously prepared, fully compliant financial statements that provide a clear picture of your business’s financial position.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, expenses, and net income so you can measure growth, recognize opportunities, and enhance profitability.
- Balance Sheet - A clear overview of your resources, liabilities, and equity, helping you assess your financial health.
- Cash Flow Statement - See exactly your revenue sources and where it’s going, so you can maintain stability and prevent financial gaps.
- Financial Ratios & KPI Analysis - We analyze key indicators like profit margins and liquidity ratios to uncover opportunities and potential risks.
- Investor & Grant Reporting - Meticulously structured reports designed for financial institutions, investors, and philanthropic organizations to help you win grants.
Reliable financial statements enhance credibility among investors, strengthen financial security, and help you steer your business toward success that drive growth.
A well-structured financial plan is the backbone to long-term success and stability. We create customized budgets and forecasts to help you stay on track, anticipate challenges, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Detailed financial plans built around past performance, industry benchmarks, and future goals.
- Revenue & Expense Forecasting - Comprehensive projections that help you prepare for future financial needs, ensuring sustainable cash flow.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
- Budget vs. Actual Performance Tracking - Regular comparisons between your financial projections and real-world financial performance to adjust strategies proactively.
Strategic budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to achieve financial stability.
Profitability doesn’t ensure financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can cover expenses, handle payroll, and invest in growth.
How We Help:
- Cash Flow Projections - Short- and long-term forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to strengthen cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, and maximize financial efficiency.
- Emergency Fund Planning - Build financial reserves to shield your company from unexpected downturns.
- Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always positioned for scaling.
Uncontrolled cash flow is one of the top reasons businesses struggle, our expertise keeps you ahead of financial challenges.
Payroll mismanagement can lead to dissatisfied workers, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid without errors, punctually, and in full compliance with legal requirements.
What We Do:
- Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all employee tax reports, including W-2s, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, 401(k) contributions, and extra hours compensation.
- Payroll Audits & Compliance Checks - Regular payroll inspections to catch errors, avoid penalties, and ensure compliance.
A error-free payroll system ensures employee satisfaction, protects you from legal issues, and maintains regulatory adherence.
Audits can be overwhelming, but they don’t have to be. We help you stay audit-ready year-round with meticulously maintained accounts and full compliance with regulations.
What We Offer:
- Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
- Internal Controls Assessment - Identify vulnerabilities, errors, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet reporting standards.
- IRS & Tax Audit Support - Full paperwork preparation, representation, and legal adherence if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.
Staying audit-ready minimizes anxiety, ensures compliance, and shields your organization from costly penalties.
Beyond bookkeeping and compliance, we provide expert advice to help you improve earnings, secure funding, and make smarter business decisions.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to increase income and cut unnecessary costs for a healthier bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens and retain more profits.
- Investment Preparation & Funding Strategy - Prepare professional financial reports and presentations to attract investors or obtain funding with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure long-term stability.
The right financial strategy can take your business from surviving to thriving.
Our Tax Services
Taxes aren’t just a annual task, they’re a critical part of your overall finances. Filing mistakes or missed deductions can cost you a significant amount. We make sure that doesn’t happen.
What We Do:
- Accurate Federal & State Tax Returns - Whether you're a business owner, nonprofit, or self-employed, we file accurate returns to keep you compliant and worry-free.
- Maximized Deductions & Credits - We uncover all eligible deductions you’re entitled to, so you retain more of your hard-earned money.
- Multi-State & Remote Worker Compliance - Doing business in multiple states? Hiring out-of-state workers? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for faster processing and peace of mind.
Taxes done correctly mean more savings, fewer headaches, and complete peace of mind.
Lack of strategic tax planning costs businesses a fortune each year. We help you stay tax-efficient, fully aligned with IRS regulations, and properly set up to reduce your liabilities.
What We Do:
- Ongoing Tax Planning - We don’t just file your taxes; we proactively develop strategies to minimize your tax burden.
- Choosing the Right Business Structure - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you pick the best structure to save on taxes.
- Up-to-Date Compliance - IRS rules are constantly changing, and we ensure you stay ahead.
- Expense Optimization & Write-Off Strategies - We identify deductions often overlooked by companies.
- Industry-Specific Tax Breaks - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint financial benefits specific to your industry.
Smart tax planning means reduced expenses, better financial outcomes, and less stress during tax season.
Tax preparation shouldn’t be stressful. We simplify the process while ensuring you get the maximum refund possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a salaried professional, investor, or high-income earner, we handle your taxes with precision.
- Maximized Refunds - We find every deduction and credit to minimize your tax liability and boost your refund.
- 401(k), IRA & Investment Tax Strategies - We help you save for retirement while keeping taxes low.
- Property Tax Benefits - From mortgage interest to rental income strategies, we ensure real estate maximizes your savings.
- Family Tax Benefits - Got kids? We ensure you claim every available tax break.
More money in your pocket, no tax season stress.
Sales and employment tax mistakes can lead to costly fines. We ensure your business remains compliant and penalty-free.
What We Do:
- End-to-End Sales Tax Compliance - We manage state tax filings, reconciliations, and nexus requirements.
- Payroll Tax Management - Ensure correct tax withholdings for employees and freelancers.
- Monthly & Quarterly Tax Reports - Stay ahead of compliance requirements with our timely filing services.
- Employee & Contractor Tax Compliance - We handle employee tax forms, freelancer tax documents, and payroll tax deductions with precision.
Remain IRS-compliant, prevent penalties, and keep your business running smoothly.
If the IRS comes knocking, you don’t have to deal with it by yourself. We handle tax disputes, tax examinations, and IRS communications on your behalf.
What We Do:
- IRS Audit Defense - We take care of all IRS communications and advocate for your case.
- Financial Document Reconstruction - Lost receipts? We rebuild your documents and support your claims.
- IRS Fine Reduction - We work to reduce or minimize IRS penalties and charges.
Tax audits can be overwhelming, but we ensure you’re protected and get the best possible outcome.
Struggling with back taxes or IRS penalties? We work on your behalf to settle your debts and get you back on track.
What We Do:
- Back Tax Filing & Compliance - Get caught up and avoid further penalties.
- IRS Installment Plans - We negotiate manageable monthly payment options.
- Offer in Compromise (OIC) Assistance - Settle your tax debt for a fraction of the original amount.
Avoid wage garnishments, asset seizures, and financial stress. We secure the most favorable outcome for you.
Start Your Journey Today
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the stress that comes with managing your financial records? Let us handle the numbers while you focus on scaling your business.
Our team of financial specialists ensures your finances are always in order, helping you stay compliant, optimize your resources, and reach your goals.
Take the first step towards financial clarity today. Book your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747